Quick Guide to Our New Salesforce Settings Pages

To help better serve users who leverage Salesforce, we have revamped and reorganized our integration's settings so they are more intuitive to configure. To access these pages, first go to Settings > Integrations and find the Salesforce option highlighted below:

Salesforce Settings Home Page

If you are already integrated with Salesforce, then navigating to Settings > Integrations > Salesforce will bring you to the new home page for our Salesforce integration. This page gives you access to every setting from one, centralized place, and offers five distinct sections:

• Pull Records
• Push Records
• Stage and Field Mappings
• Salesforce Authentication Settings
• Error Log

The descriptions under these sections (shown below) also contain links that correspond to the individual tabs in the sections, allowing you to access any setting in one click. Any sections that have not been configured yet will show a blue Get Started button as well (shown above), thereby allowing you to use the home page as a configuration checklist.

Pull Records

This section allows you to configure how exactly your Salesforce records are pulled into and reflected within Apollo. To access the pull settings for a specific record type, click on the relevant hyperlink (highlighted in the screenshot above).

Contacts and Leads

In order to prevent you from prospecting people that you already have in Salesforce, we will pull all of your Contacts and Leads into Apollo as soon as Salesforce is connected*. It is not possible to disable this because that could cause duplicate record issues in the future (it would create a disconnect between your Apollo records and Salesforce records). As an alternative, however, we do allow you to hide your pulled records. This can be accomplished by selecting No under the first setting (shown below). 

• *Important Note: The only records we may not pull into Apollo are leads. If a person exists in Salesforce as both a Contact and a Lead, we will only pull in the Contact record for that person. If a person only exists as a Lead in Salesforce, however, then we will pull that Lead record into Apollo.

Accounts

In order to prevent you from prospecting companies that you already have in Salesforce, we will pull all of your Accounts into Apollo as soon as Salesforce is connected. It is not possible to disable this because that could cause duplicate record issues in the future (it would create a disconnect between your Apollo records and Salesforce records). As an alternative, however, we do allow you to hide your pulled records. This can be accomplished by selecting No under the first setting (shown below). 

Opportunities

Unlike Contacts, Leads, and Accounts, you can control whether or not Salesforce Opportunities are pulled into Apollo. Use the first setting (shown below) to control this.

Tasks

All Salesforce Tasks, regardless of their status, can be pulled into Apollo if desired.

Push Records

This section allows you to configure which Apollo records should be pushed into Salesforce. To access the pull settings for a specific record type, click on the relevant hyperlink (highlighted in the screenshot above).

Contacts and Leads

Accounts

Opportunities

Activities, Tasks, Meetings, and Notes

Stage and Field Mappings

This section allows you to configure all of the information that you want to sync between records in Apollo and records in Salesforce. To access the pull settings for a specific record type, click on the relevant hyperlink (highlighted in the screenshot above). All tabs (Contacts, Leads, Accounts, and Opportunities) have the same settings, so you can use the screenshots below as a reference for each tab. 

Mapping Apollo Stages to Salesforce

Mapping Default Apollo Fields to Salesforce

Mapping Custom Apollo Fields to Salesforce

Salesforce Authentication Settings

Use this page to configure which Salesforce account Apollo uses to sync records and information.

Salesforce Error Log 

Use this page to view any Salesforce-based errors that may be preventing us from syncing records or their information. The errors on this page will always reflect error responses that come from failed pushes (uploads) to your Salesforce account.